Emerging markets such as India and China offer huge opportunities and growth rates that dwarf "developed" economies. These countries are also sufficiently protectionist to give their smaller companies an advantage over companies like Walmart and Starbucks.
As for commodities, a severe lack of infrastructure investments as well as huge global growth in demand means energy and water investments (as well as pure infrastructure investments) will do well going forward. Since food requires huge amounts of both water and energy and lately has been recruited as a form of energy in the form of biofuels, these will go up and up in the years to come. When it comes to food though I would only invest in the actual commodity and not the companies because their costs will go up. Oh, and don't forget about excess, wasteful consumption depleting all of these which of course adds to the problem.
No comments:
Post a Comment